UM

Ulysses Management Portfolio holdings

AUM $464M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$10.5M
3 +$8.26M
4
S
Sprint Corporation
S
+$7.56M
5
META icon
Meta Platforms (Facebook)
META
+$4.83M

Top Sells

1 +$11.1M
2 +$7.58M
3 +$7.5M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$6.76M
5
EB icon
Eventbrite
EB
+$4.79M

Sector Composition

1 Communication Services 29.46%
2 Financials 16.48%
3 Technology 11.02%
4 Consumer Discretionary 10.74%
5 Real Estate 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-64,500